Exchanges at Goldman Sachs

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In each episode of "Exchanges at Goldman Sachs," people from the firm share their insights on developments shaping industries, markets and the global economy.

Goldman Sachs


    • Jun 3, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 23m AVG DURATION
    • 539 EPISODES

    4.2 from 870 ratings Listeners of Exchanges at Goldman Sachs that love the show mention: gs, could be great, goldman, markets, macro, stock, really well done, finance, financial, update, written, clear, research, analysis, given, current, instead, short, insights, bit.


    Ivy Insights

    The Exchanges at Goldman Sachs podcast is a highly informative and engaging podcast that provides valuable insights into the financial markets and various economic topics. Hosted by Laura Nicolae, the podcast features interviews with experts from Goldman Sachs and beyond, offering listeners a deep dive into market trends, investment strategies, and other relevant subjects.

    One of the best aspects of this podcast is the quality of the guests and their expertise. The hosts do an excellent job of bringing in knowledgeable individuals who provide insightful analysis and perspectives on a wide range of topics. From discussions with industry leaders to conversations with Goldman Sachs executives, each episode offers valuable insights that are relevant to both seasoned investors and those new to finance.

    Furthermore, the podcast stands out for its ability to explain complex financial concepts in an accessible manner. The hosts ask thoughtful questions that allow guests to break down complicated ideas into easily understandable terms. This makes the podcast accessible to a wider audience, including those without extensive financial backgrounds, who can still gain valuable knowledge from each episode.

    However, one potential downside of the podcast is its occasional brevity. Some episodes feel too short to fully explore the depth of certain topics discussed. While it's impressive how much information can be packed into a shorter episode, there are times when listeners may crave more in-depth analysis or further exploration of specific ideas.

    In conclusion, The Exchanges at Goldman Sachs is a must-listen for anyone interested in understanding financial markets and gaining insights from industry experts. With its impressive lineup of guests, clear explanations of complex concepts, and focus on relevant economic issues, this podcast delivers high-quality content that keeps listeners informed and engaged. Whether you're an experienced investor or just starting out on your financial journey, this podcast provides invaluable information that can help you make better-informed decisions in the market.



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    Latest episodes from Exchanges at Goldman Sachs

    Will legal challenges end the trade war?

    Play Episode Listen Later Jun 3, 2025 16:15


    A US trade court ruling has put the legal fate of President Trump's tariffs in limbo. But will this actually change the course of US trade policy – and what could it mean for the economy and for investors? Alec Phillips, chief US political economist with Goldman Sachs Research, discusses with Allison Nathan. This episode was recorded on May 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    How AI, tariffs, and the energy transition are reshaping infrastructure investing

    Play Episode Listen Later May 27, 2025 24:09


    AI, the energy transition, and geopolitical tensions are reshaping the global economy and markets — they are also transforming the landscape of infrastructure investing. Tavis Cannell, global head and co-CIO of infrastructure at Goldman Sachs Alternatives, looks at the megatrends driving opportunities and the outlook for the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

    A world of opportunity: Rob Citrone's best ideas

    Play Episode Listen Later May 22, 2025 22:23


    Rob Citrone, founder of Discovery Capital Management, discusses his investment framework, high-conviction views, and the importance of short positions in risk management, with Goldman Sachs' Tony Pasquariello, global head of hedge fund coverage in Global Banking & Markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Is Fed independence at risk?

    Play Episode Listen Later May 20, 2025 24:52


    In the latest episode of Goldman Sachs Exchanges, former Fed Vice Chair Richard Clarida and the Hoover Institution's John Cochrane discuss whether the Fed's independence is in jeopardy. This episode explores the latest Top of Mind report. This episode was recorded on April 30, May 6, and May 19, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Equity risks and alts opportunities

    Play Episode Listen Later May 13, 2025 19:11


    US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs' David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in Goldman Sachs Asset Management, discuss the path forward for US stocks and investors. This episode was recorded on May 9, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    From CIO to CEO: TCW's Katie Koch on running a $200B asset manager

    Play Episode Listen Later May 9, 2025 41:10


    Katie Koch, CEO of TCW Group, shares her insights on leading the asset manager, fostering a strong culture, and steering the firm through a period of rapid transformation in the fixed income market. This episode was recorded on April 22, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    AI Exchanges: How tech giants are navigating the AI landscape

    Play Episode Listen Later May 7, 2025 23:07


    US tech giants are navigating the rapid evolution of AI by continuing to ramp up capital expenditures, despite the uncertainty of tariff policies, says Eric Sheridan, co-business unit leader of the Technology, Media, and Telecommunications Group at Goldman Sachs Research, on Goldman Sachs Exchanges. Sheridan, joins Allison Nathan, senior strategist at Goldman Sachs Research, and George Lee, co-head of the Goldman Sachs Global Institute, to discuss the implications for investors. This podcast was recorded on May 2, 2025. Disclosures applicable to research with respect to issuers, if any, mentioned herein are available through your Goldman Sachs representative or at http://www.gs.com/research/hedge.html. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Stagflation and the Fed's next move

    Play Episode Listen Later May 2, 2025 13:42


    As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his perspective on how monetary policymakers will navigate slower growth and stickier prices. Learn more about your ad choices. Visit megaphone.fm/adchoices

    How AI and geopolitics are reshaping cybersecurity

    Play Episode Listen Later Apr 29, 2025 13:59


    The cybersecurity sector has emerged as one of the bright spots in the deal-making environment. In the latest episode of Goldman Sachs Exchanges, Marco Poletti, Global Head of Security Software in Goldman Sachs' investment banking business, explains the drivers behind activity and the innovation in the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices

    How insurers are navigating volatile markets

    Play Episode Listen Later Apr 25, 2025 19:07


    As one of the largest investors in the world, insurers can have an outsized impact on markets and investment flows. In the latest episode of Goldman Sachs Exchanges, Goldman Sachs' Mike Siegel and Matt Armas, who share findings from their 14th annual Global Insurance Survey, discuss how insurers are adapting to economic challenges and opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Will tariffs lead to a recession?

    Play Episode Listen Later Apr 23, 2025 25:40


    The Trump administration's tariff moves are turning US trade policy on its head — and fueling concerns about the US economic outlook. So will tariffs send the US into a recession? And, if so, what might that recession look like? Economist and Nobel Laureate Paul Krugman, Goldman Sachs Research's Jan Hatzius, and American Compass' Oren Cass speak with Goldman Sachs Research's Allison Nathan about the implications of the radical shifts in tariff policies for the US economy. This episode explores the latest Top of Mind report.   Learn more about your ad choices. Visit megaphone.fm/adchoices

    Warburg Pincus CEO Jeffrey Perlman on navigating a trickier private equity environment

    Play Episode Listen Later Apr 21, 2025 37:59


    On the latest episode of Goldman Sachs Exchanges: Great Investors, Jeffrey Perlman, CEO of Warburg Pincus, shares insights on navigating a challenging private equity landscape, the firm's strategic focus on diversification, and where he sees the next big investment opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The case for private credit

    Play Episode Listen Later Apr 15, 2025 19:30


    How will rising uncertainty about the global economy and markets affect the outlook for private credit? Goldman Sachs' James Reynolds, global co-head of private credit in Goldman Sachs Asset Management, and Lotfi Karoui, chief credit strategist and head of credit, mortgages and structured products research in Goldman Sachs Research, discuss the risks and opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The recession question

    Play Episode Listen Later Apr 11, 2025 33:44


    Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss the impact of rapidly shifting tariff policies on the global economy and markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

    recession dominic wilson
    Recession watch: How to hedge now

    Play Episode Listen Later Apr 9, 2025 11:46


    Recession fears are rising, so how can investors hedge their portfolios? Goldman Sachs Research's Daan Struyven, Co-Head of Global Commodities Research and Head of Oil Research, joins Senior Strategist Allison Nathan to explore the strategic use of gold and oil as recession hedges. This episode was recorded on April 8, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Bain Capital's David Gross on global opportunities and private equity's evolution

    Play Episode Listen Later Apr 1, 2025 35:30


    In this episode of Goldman Sachs Exchanges: Great Investors, Alison Mass, chairman of investment banking in Goldman Sachs Global Banking & Markets, sits down with David Gross, co-managing partner of Bain Capital, to explore the evolving global landscape of private equity and alternative investments. Learn more about your ad choices. Visit megaphone.fm/adchoices

    AI Exchanges: CIO Marco Argenti on the future of AI in the workplace

    Play Episode Listen Later Mar 25, 2025 25:37


    How will corporations use AI – and what will the technology's adoption ultimately mean for corporate strategy? Marco Argenti, Goldman Sachs' chief information officer, discusses with George Lee and Allison Nathan in the second episode of this special podcast series. This episode was recorded on March 6, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The future of real estate investing: Pretium's Don Mullen on the rapidly changing asset class

    Play Episode Listen Later Mar 21, 2025 44:33


    In the latest episode of Goldman Sachs Exchanges: Great Investors, Don Mullen, founder and CEO of Pretium, a real estate-focused investment firm with about $57 billion in assets under management, shares his views on the housing market, leading a firm, and his predictions about the future of real estate as an asset class.   This episode was recorded on February 19, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Are credit investors nervous about recession risk?

    Play Episode Listen Later Mar 18, 2025 15:19


    In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief Credit Strategist and Head of Credit, Mortgages and Structured Products Research, discusses with Allison Nathan. This episode was recorded on March 14, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    How tariffs will impact the US economy

    Play Episode Listen Later Mar 11, 2025 19:30


    Goldman Sachs Research's David Mericle, chief US economist, discusses the implications of tariff policies on inflation, growth, and monetary policy. This episode was recorded on March 10, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Trump's tariffs: Big talk or big action?

    Play Episode Listen Later Mar 4, 2025 17:32


    Trump has announced several tariffs since his inauguration, and there are signs that bigger and broader tariffs could still be ahead. Is this mostly talk, or does Trump really intend to usher in a new era for international trade? Jeff Gerrish, who served as Deputy US Trade Representative for Asia, Europe, the Middle East, and Industrial Competitiveness during Trump's first term, discusses with Allison Nathan. This episode explores the latest Top of Mind report. This episode was recorded on February 20 and March 3, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Bigger markets, more alpha: Capstone's Paul Britton on running a derivatives hedge fund

    Play Episode Listen Later Feb 28, 2025 33:18


    Capstone's founder and CEO Paul Britton discusses evolution of the derivatives market, how he thinks about managing people and risk, and why the VIX is relatively low against a tumultuous economic backdrop. For more insights from great investors, listen to previous episodes from our Great Investors series.  This episode was recorded on February 20, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Macro questions and market strength

    Play Episode Listen Later Feb 18, 2025 25:06


    How are the latest government policies affecting the global economy and markets? Goldman Sachs' Jan Hatzius, head of Goldman Sachs Research and the firm's chief economist, and Dominic Wilson, senior advisor in the Global Markets Research Group, discuss how tariffs, inflation, and higher yields are shaping the outlook for 2025.   This episode was recorded on February 13, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Tariffs: What's ahead and why it matters

    Play Episode Listen Later Feb 13, 2025 24:19


    Does the recent tariff rhetoric suggest that we're entering a global trade war? Goldman Sachs Research's Alec Phillips, Joseph Briggs, and Kamakshya Trivedi explain the implications of the recent tariff policies—both announced and expected—for global economies and markets.  Learn more about your ad choices. Visit megaphone.fm/adchoices

    AI Exchanges: Will falling costs drive new opportunities?

    Play Episode Listen Later Feb 4, 2025 21:30


    The introduction of low-cost AI models is raising questions about AI infrastructure and the high spending on AI by the world's largest technology companies. In this inaugural episode of a special podcast series, AI Exchanges, Co-Hosts Allison Nathan and George Lee discuss the issues surrounding the costs of AI development and implementation, and the impact on deal-making, with Kim Posnett, global co-head of Investment Banking in Goldman Sachs' Global Banking & Markets business. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Goldman Sachs Chairman and CEO David Solomon on the global business environment, AI, and the rise of private credit

    Play Episode Listen Later Jan 29, 2025 20:10


    Goldman Sachs Chairman and CEO David Solomon shares his views on why he sees a “more constructive” business environment and a pickup in capital markets activity in 2025. In the latest episode of Goldman Sachs Exchanges, Solomon explains how businesses are harnessing AI for their own businesses, and how Goldman Sachs is thinking about its strategic priorities, including the growth of private credit. Date of recording: January 27, 2025

    Navigating the volatility in global bond markets

    Play Episode Listen Later Jan 21, 2025 23:46


    Global bond yields have been exceptionally volatile in recent weeks. Goldman Sachs' Jonathan Fine and George Cole explain the drivers behind that volatility and the implications for the economy and investors on Goldman Sachs Exchanges. Date of recording: January 17, 2025

    Keep on truckin': Will the US continue to outperform other markets?

    Play Episode Listen Later Jan 14, 2025 19:30


    Goldman Sachs' Sharmin Mossavar-Rahmani, head of the Investment Strategy Group (ISG) and chief investment officer of Goldman Sachs Wealth Management, shares ISG's 2025 outlook, Keep on Truckin', and why the team's long-held investment recommendations—US preeminence and staying invested—remain intact. 

    Navigating 2025: Why investors need to diversify and hedge their portfolios

    Play Episode Listen Later Jan 8, 2025 23:34


    2024 was a great year for many US investors, but will the same strategies that worked so well keep working in 2025? Christian Mueller-Glissmann, who heads asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, Co-Chief Investment Officer of the Multi-Asset Solutions Business in Goldman Sachs Asset Management, share their asset allocation outlooks for the year ahead. 

    A perfect setup for the financial sector?

    Play Episode Listen Later Dec 20, 2024 26:12


    Financial services firms are facing one of the most constructive backdrops in years, helped by a steepening yield curve, an expected recovery in the capital markets, and a potential easing of regulations under a second Trump administration, say Goldman Sachs Research's Richard Ramsden, business unit leader of the financials group, and Alex Blostein, who covers the asset management industry, on Goldman Sachs Exchanges. Date of recording: December 16, 2024

    The outlook for global deal-making

    Play Episode Listen Later Dec 18, 2024 22:06


    The pace of mergers and acquisitions around the world gained momentum this year, and there are signs that deal-making will accelerate in 2025, say Stephan Feldgoise and Mark Sorrell, the co-heads of the global mergers and acquisitions business in Goldman Sachs Global Banking & Markets, on Goldman Sachs Exchanges.   Date of recording: December 11, 2024

    Will China's policy stimulus be enough?

    Play Episode Listen Later Dec 16, 2024 27:17


    Goldman Sachs Research's Hui Shan, chief China economist, and Peking University Guanghua School of Management's Michael Pettis discuss just how effective China's domestic policy stimulus will be in addressing the country's internal and external economic challenges. This episode explores the latest Top of Mind report, “Will China's policy stimulus be enough?”

    Investing in Sports: Women's Sports and the Future

    Play Episode Listen Later Dec 13, 2024 33:04


    With record-breaking attendance at games and viewership of televised games, the groundswell of enthusiasm for women's sports has created a cultural movement. How should investors think about the opportunity in women's sports, and how might the growth trajectory of the professional women's leagues compare to the equivalent men's leagues? In the final episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross discusses the business forces driving growth in women's sports with Stacy Sonnenberg, Head of Global Sports Finance. Nicole is also joined by Willow Bay, Dean of the USC Annenberg School of Journalism and the new controlling owner of the National Women's Soccer League's Angel City FC. Bay shares her perspective on leading the most highly valued franchise in the league during this watershed moment for women's sports. Nicole Pullen Ross is Head of Sports and Entertainment for Goldman Sachs Private Wealth Management. She is also Head of the Private Wealth Management business for the New York region at Goldman Sachs.

    What investors expect from Trump

    Play Episode Listen Later Dec 9, 2024 20:06


    Goldman Sachs Research's Chief US Economist David Mericle shares what investors are expecting under the second Trump administration and how those policy assumptions are reflected in market pricing. 

    Investing in Sports: Building A Better Fan Experience

    Play Episode Listen Later Dec 6, 2024 31:09


    In the third episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross discusses the physical fan experience with Greg Carey, Global Co-Head of Sports Investment Banking, and Stacy Sonnenberg, Head of Global Sports Finance. They discuss what's driving interest in the new sports-entertainment complexes, the creative ways of financing these infrastructure projects, and what it all means for teams and their fans. Nicole is also joined by Gillian Zucker, CEO of Halo Sports and Entertainment and President of Business Operations for the LA Clippers, to discuss how the team intends to make its new home — the Intuit Dome — a “basketball mecca.” Nicole Pullen Ross is Head of Sports and Entertainment for Goldman Sachs Private Wealth Management. She is also Head of the Private Wealth Management business for the New York region at Goldman Sachs.

    Should investors worry about market concentration?

    Play Episode Listen Later Dec 3, 2024 20:15


    The top 10 stocks in the S&P 500 account for an outsized share of the index's market cap and of its stellar 2024 performance. Goldman Sachs Research's David Kostin, chief US equity strategist, and Owen Lamont, senior vice president and portfolio manager at Acadian Asset Management LLC, discuss whether investor concerns over today's high US equity market concentration are warranted. This episode explores the latest Top of Mind report, Market Concentration: How Big a Worry? Learn more about your ad choices. Visit megaphone.fm/adchoices

    How AI could impact geopolitics

    Play Episode Listen Later Nov 26, 2024 17:07


    The rise of AI could have profound implications for geopolitics given the decisions about where AI infrastructure is going to get built. Jared Cohen, president of global affairs and co-head of the Goldman Sachs Global Institute, discusses the data center diplomacy that is shaping geopolitics.

    Investing in Sports: A New Media Model

    Play Episode Listen Later Nov 22, 2024 27:51


    Sports is one of the few forms of premium live content available today, but how fans consume these games or matches is being significantly disrupted. In the second episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross discusses the new sports media landscape with Dave Dase, Global Co-Head of Sports Investment Banking, and Gene Sykes, Co-Chair of Mergers and Acquisitions and Co-Chair of Global Technology, Media and Telecom. They discuss what makes sports content so valuable, the tension between the legacy broadcasters and tech platforms, the shift to direct-to-consumer product offerings, and how this disruption will influence the game itself. Nicole Pullen Ross is Head of Sports and Entertainment for Goldman Sachs Private Wealth Management. She is also Head of the Private Wealth Management business for the New York region at Goldman Sachs.

    2025 outlook: Will tailwinds trump tariffs?

    Play Episode Listen Later Nov 20, 2024 30:38


    As the global economy comes off of another year of relatively strong growth in 2024, new and important variables are now in the mix with the election of Donald Trump and the Republican sweep of Congress. So can this solid performance continue amid the policy shifts ahead, and what might be the implications for markets? In this episode, Jan Hatzius, Goldman Sachs' chief economist and head of Goldman Sachs Research, and Dominic Wilson, senior advisor in global markets research, discuss the economic and market outlook for the year ahead.

    Investing in Sports: The Next Trillion Dollar Market?

    Play Episode Listen Later Nov 15, 2024 37:36


    The sports ecosystem has exploded as an area of investment, with professional leagues loosening rules on private equity ownership, the value of media rights deals skyrocketing, and the many sports-adjacent businesses taking on new dimensions. In the first episode of a four-part series on the changing dynamics in the business of sports, host Nicole Pullen Ross speaks to Apollo Co-Founder Josh Harris about what it means to own and run professional sports teams in the NBA, NHL, NFL, and English Premier League. She'll also discuss the scale of the investment opportunity in sports with Dave Dase, Global Co-Head of Sports Investment Banking, and Elis Jones, Head of Sports Investment Banking for EMEA. Nicole Pullen Ross is Head of Sports and Entertainment for Goldman Sachs Private Wealth Management. She is also Head of the Private Wealth Management business for the New York region at Goldman Sachs.

    What Trump's policies could mean for the Fed

    Play Episode Listen Later Nov 12, 2024 18:09


    Former Dallas Fed President Rob Kaplan, current vice chairman at Goldman Sachs, discusses the Federal Reserve's rate-cutting cycle, the interplay between monetary and fiscal policy, and his views on what the Trump administration could mean for Fed policy. 

    What Trump's win means for markets and portfolios

    Play Episode Listen Later Nov 7, 2024 22:38


    The markets reacted forcefully to Donald Trump's victory in the US presidential election, with US stocks, bond yields, and the dollar rising sharply in response. Goldman Sachs Research's Christian Mueller-Glissmann, head of asset allocation research, and Brian Garrett, head of Equity Execution on the Cross Asset Sales desk in Global Banking & Markets at Goldman Sachs, discuss the sustainability of these moves and the medium- and longer-term market implications of the election outcome. 

    How Clearlake Capital's José E. Feliciano is finding value across private markets

    Play Episode Listen Later Nov 4, 2024 41:44


    Clearlake Capital's Co-Founder and Managing Partner José E. Feliciano discusses the firm's flexible approach to investing in the private markets, artificial intelligence, and sports teams. For more insights from great investors, listen to previous episodes from our Great Investors series. 

    What will the US presidential election mean for the economy?

    Play Episode Listen Later Oct 29, 2024 16:51


    How could the proposed policy agendas between the two US presidential candidates shape markets and economies? Top economists from the Democratic and Republican parties discuss a range of economic policies, painting starkly different policy approaches in some key areas but similarities in others. In the latest episode of Goldman Sachs Exchanges, Kevin Hassett, former Chairman of the Council of Economic Advisers under President Trump, and Jared Bernstein, the current Chairman of the Council of Economic Advisers, speak with host Allison Nathan. This episode explores the latest Top of Mind report, Post-election economic policies.

    Battery Ventures' Chelsea Stoner on the power of being ‘stage agnostic' in tech investing

    Play Episode Listen Later Oct 22, 2024 32:35


    Chelsea Stoner, general partner of Battery Ventures, has long been focused on the ways in which software is transforming a variety of industries. In a discussion with Goldman Sachs' Michael Brandmeyer, Stoner discusses her path to Silicon Valley, Battery's longevity as a tech-focused investment firm, and her unique outlook on the venture capital and private equity landscape. 

    More gains ahead for US stocks?

    Play Episode Listen Later Oct 15, 2024 19:49


    The S&P 500 has staged a remarkable rally since the start of the year. How much more upside should investors expect — and what could drive those gains? Goldman Sachs Research's David Kostin and Ryan Hammond from the US portfolio strategy team explain the drivers and risks to their year-end and 12-month targets for US equities. 

    How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour

    Play Episode Listen Later Oct 10, 2024 49:22


    Bridgewater Associates' Co-CIO Karen Karniol-Tambour describes where she's seeing opportunities for higher returns and the macro factors shaping today's investment landscape. To hear from more Great Investors, check out: Sequoia Capital's Roelof Botha on building enduring businesses, Blackstone's Joe Baratta on the outlook for private equity, and TPG's Jon Winkelried on the evolution of alternative markets.  The opinions and views expressed in this program may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. This program should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Each name of a third-party organization mentioned in this program is the property of the company to which it relates, is used here strictly for informational and identification purposes only, and is not used to imply any ownership or license rights between any such company and Goldman Sachs. The content of this program does not constitute a recommendation from any Goldman Sachs entity to the recipient, and is provided for informational purposes only. Goldman Sachs is not providing any financial, economic, legal, investment, accounting, or tax advice through this program or to its recipient. Certain information contained in this program constitutes “forward-looking statements”, and there is no guarantee that these results will be achieved. Goldman Sachs has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results, which may vary. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this program and any liability therefore; including in respect of direct, indirect, or consequential loss or damage is expressly disclaimed. Important Disclosures

    Why oil and gold prices could keep rising

    Play Episode Listen Later Oct 8, 2024 17:44


    Escalating conflicts in the Middle East, coupled with China's latest round of stimulus, are changing the supply-and-demand dynamics for oil prices. Goldman Sachs Research's Daan Struyven, co-head of commodities research, explains the implications for oil and gold prices.

    The missing link to retirement security

    Play Episode Listen Later Oct 1, 2024 27:00


    Michael Moran, a pension strategist in Goldman Sachs Asset Management, explains how the current macro environment is changing the retirement picture for both savers and retirees. Mike and his team are out with a new report that describes what they see as a missing link to retirement security.

    Falling rates: A salve for real estate?

    Play Episode Listen Later Sep 24, 2024 27:16


    The Fed has begun a long-awaited cutting cycle, potentially providing some relief to rate-sensitive sectors. Goldman Sachs' Lotfi Karoui and Jeff Fine explain the impact of falling rates on US commercial real estate as well as the implications for housing. 

    How Sequoia Capital's Roelof Botha is forging the future

    Play Episode Listen Later Sep 20, 2024 59:57


    Sequoia Capital's Roelof Botha, one of Silicon Valley's most highly respected investors, discusses his career, Sequoia's unique culture and investment processes, and how he finds and builds enduring businesses. 

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